---
title: "Setting Up the TEMPSC Evaluation Process for Counselors"
slug: "setting-up-the-tempsc-evaluation-process"
updated: 2026-07-15T20:20:12Z
published: 2026-07-15T20:20:12Z
canonical: "support.eduphoria.net/setting-up-the-tempsc-evaluation-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up the TEMPSC Evaluation Process for Counselors

This article contains steps specific to setting up the Texas Counseling Association’s Texas Evaluation Model for Professional School Counselors (TEMPSC) evaluation process for school counselors. TEMPSC establishes guidelines for the assessment of school counselors and related professions. This framework is available in **Strive** by selecting **Settings** () > **Framework Setup**.

![Settings menu displaying Framework Setup, Form Management, and Process Management options.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20framework%20setup.png)

![List of locked framework names displayed in a user interface format.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/locked%20frameworks(1).png)

> [!NOTE]
> **Note:** This article walks you through setting up a TEMPSC evaluation process. When you are ready to conduct an evaluation, see [Creating an Evaluation Document](/v1/docs/creating-an-evaluation-document) for staff.

## **Building the Evaluation Process With the TEMPSC Framework**

If your district uses the locked TEMPSC framework, you must build a new evaluation process.

### **Retiring Your Existing TEMPSC Process**

The first series of steps requires you to retire your existing TEMPSC process.

#### Quick Guide

1. Select **Settings** (), and then select **Process Management**.
2. Locate the existing TEMPSC Counselor process you no longer want to use.
3. Select the **Delete** icon () to permanently remove the process.

> [!NOTE]
> **Note:** Completing the end-of-year archive preserves all evaluation data for the year, making it safe to delete old processes. If a process is assigned at least one staff member, it cannot be deleted. We will soon offer users a way to make processes inactive to help organize the Process Management table.

#### Illustrated Guide

**Step 1:** Select **Settings** (), and then select **Process Management**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20process%20management(2).png)

**Step 2:** Locate the existing TEMPSC Counselor process you no longer want to use.

![Process management table showing various processes and their statuses, including TEMPSC Counselor.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/locate tempsc process.png)

**Step 3:** Select the **Delete** icon () to permanently remove the process.

> [!NOTE]
> **Note:** Completing the end-of-year archive preserves all evaluation data for the year, making it safe to delete old processes. If a process is assigned at least one staff member, it cannot be deleted. We will soon offer users a way to make processes inactive to help organize the Process Management table.

![Process management interface displaying the ability to delete a process.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/delete tempsc process.png)

### **Removing Counselor Forms From Different Processes**

If your district previously evaluated counselors under a different process that included other employee groups, such as a School Staff process, perform the following steps to remove the counselor evaluation forms from the process.

#### Quick Guide

1. Select **Settings** (), and then select **Process Management**.
2. Locate and select the process you want to edit.
3. Locate the Evaluation step of the process, and select the **X** beside any TEMPSC or Counselor forms to remove them.
4. Confirm that you want to remove the evaluation form from the process by selecting **Proceed**.

#### Illustrated Guide

**Step 1:** Select **Settings** (), and then select **Process Management**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20process%20management(2).png)

**Step 2:** Locate and select the process you want to edit.

![Process management table displaying a school staff process.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/school staff process.png)

**Step 3:** Locate the Evaluation step of the process, and select the **X** beside any TEMPSC or Counselor forms to remove them.

![Evaluation task with various forms listed for different roles and responsibilities, with some to be removed.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/remove counselor forms.png)

**Step 4:** Confirm that you want to remove the evaluation form from the process by selecting **Proceed**.

![Warning message about removing a form and its implications for existing documents.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/remove form confirmation.png)

### **Verifying Prebuilt Forms**

Next, you must locate and verify that you have prebuilt forms from Eduphoria.

#### Quick Guide

1. Select **Settings** (), and then select **Form Management**.
2. Select the **Prebuilt Forms** tab.
3. Select each form type and verify that you have each of the following forms in the table:
  1. Reflections
    1. *TEMPSC Self-Assessment
    2. *TEMPSC Professional Development Plan (IF NOT USING INTERACTIVE GOALS)
  2. Evaluations
    1. *TEMPSC Pre-Evaluation Conference Form
    2. *TEMPSC MOY Conference Form
    3. *TEMPSC MOY Conference Form (IF NOT USING INTERACTIVE GOALS)
    4. *TEMPSC Final Evaluation
    5. *TEMPSC Final Evaluation Conference Form
4. If any are missing or don’t appear properly tagged, contact [Support](mailto:support@eduphoria.net).

#### Illustrated Guide

**Step 1:** Select **Settings** (), and then select **Form Management**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20form%20management(2).png)

**Step 2:** Select the **Prebuilt Forms** tab.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/prebuilt%20forms%20form%20types.png)

**Step 3:** Select each form type and verify that you have each of the following forms in the table:

| **Form Type** | **Form Title** |
| --- | --- |
| **Reflections** | TEMPSC Self-Assessment TEMPSC Professional Development Plan (IF NOT USING INTERACTIVE GOALS) |
| **Evaluations** | TEMPSC Pre-Evaluation Conference Form TEMPSC MOY Conference Form TEMPSC MOY Conference Form (IF NOT USING INTERACTIVE GOALS) TEMPSC Final Evaluation TEMPSC Final Evaluation Conference Form |

> [!NOTE]
> **Note:** Framework settings and tags are already set for prebuilt forms.

**Step 4:** If any are missing or don’t appear properly tagged, contact [Support](mailto:support@eduphoria.net).

### **Building a New TEMPSC Process**

Next, you’ll build a new TEMPSC process.

#### Quick Guide

1. Select **Settings** (), and then select **Process Management**.
2. Select **Build New Process**.
3. Type “**TEMPSC Counselor**” in the Process Name box.
4. Set your Process Type as **Evaluation** and your Framework as **TEMPSC**.
5. Set the **Start** and **End Dates** of the process, then select **Start Building**.
6. Set up the evaluation process by creating and modifying steps and tasks.
7. Assign **Forms** or **Goals** to each task as you create them (see a sample process in Step 7 of this section’s Illustrated Guide). Only use Professional Growth Goals, not Student Growth Goals, for T-PESS.
8. For Forms tasks, attach the appropriate form (see a list of recommended forms in Step 8 of this section’s Illustrated Guide). Set the number required to complete and a due date for completion to help evaluators monitor their staff’s progress in the Overview and Activity Tracker.

#### Illustrated Guide

**Step 1:** Select **Settings** (), and then select **Process Management**.

![Settings menu displaying options for Framework Setup, Form Management, and Process Management.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/settings%20process%20management(2).png)

**Step 2:** Select **Build New Process**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/build new process(2).png)

**Step 3:** Type “**TEMPSC Counselor**” in the Process Name box.

![Modal to build a new process with highlighted fields for input.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/tempsc process name.png)

**Step 4:** Set your Process Type as **Evaluation** and your Framework as **TEMPSC**.

![Modal for building a new process with fields for name, type, framework, and dates.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/tempsc process type framework.png)

**Step 5:** Set the **Start** and **End Dates** of the process, then select **Start Building**.

![Modal to build a new process with fields for name, type, framework, and dates.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/tempsc start end date.png)

**Step 6:** Set up the evaluation process by creating and modifying steps and tasks.

![Process Builder interface showing blank steps and tasks for a TEMPSC evaluation process.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/tempsc blank steps tasks.png)

**Step 7:** Assign **Forms** or **Goals** to each task as you create them. Only use Professional Growth Goals, not Student Growth Goals, for T-PESS.

##### **Sample Process**

| **Step Title** | **Task Title** | **Task** |
| --- | --- | --- |
| **BOY Conference** | Counselor Self-Assessment | Form |
| Professional Goals | Professional Growth Goal |
| Pre-Observation Conference | Form |
| **MOY Conference** | MOY Goals Progress | Form |
| **EOY Conference** | EOY Evaluation | Form |
| EOY Conference | Form |

**Step 8:** For Forms tasks, attach the appropriate form. Set the number required to complete and a due date for completion to help evaluators monitor their staff’s progress in the Overview and Activity Tracker.

> [!WARNING]
> **Caution:** If you choose not to use the interactive goals feature, you need to add the Professional Development Plan task to your BOY Conference and use the Reflection form with the same name. Select the MOY Goals Progress form labeled (IF NOT USING INTERACTIVE GOALS).

![Steps and tasks for a TEMPSC process with forms and due dates highlighted.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/tempsc steps tasks.png)

##### **Recommended Templates**

| **Step Title** | **Task Title** | **Form Type** | **Form Title** |
| --- | --- | --- | --- |
| **BOY Conference** | Counselor Self-Assessment | Reflection | TEMPSC Self-Assessment |
| Pre-Observation Conference | Evaluation | TEMPSC Pre-Evaluation Conference Form |
| **MOY Conference** | MOY Goals Progress | Evaluation | TEMPSC MOY Conference Form |
| **EOY Conference** | EOY Evaluation | Evaluation | TEMPSC Final Evaluation |
| EOY Conference | Evaluation | TEMPSC Final Evaluation Conference Form |

Your new TEMPSC Counselor process is now ready to use. Evaluators must select the TEMPSC Counselors process for the counselors they evaluate with this framework.

## **Making Old Forms Inactive**

[**Form Management**](/v1/docs/form-management) contains all active forms and allows appraisal administrators to make them inactive. Making a form inactive moves it to the **Inactive Forms** section, removes it from processes and report selections, and maintains historical data for analysis. In addition, you can reactivate inactive forms.

Locate the old form under the appropriate form type, then select the **Make Inactive** icon.

![Form management interface displaying various forms and the ability to make them inactive.](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/make inactive(2).png)

If the **Make Inactive** icon is grayed out, that means the form is currently associated with a process and cannot be made inactive.